
Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
785,967 | -79,299 | $52,393 |
DGRW | 785,967 | -79,299 | $52,393 |
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527,585 | +35,167 | $26,548 |
USFR | 527,585 | +35,167 | $26,548 |
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116,264 | +5,134 | $22,552 |
AAPL | 116,264 | +5,134 | $22,552 |
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520,306 | -290 | $22,420 |
AGGY | 520,306 | -290 | $22,420 |
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632,536 | -3,187 | $22,329 |
USHY | 632,536 | -3,187 | $22,329 |
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296,261 | -187 | $21,535 |
BND | 296,261 | -187 | $21,535 |
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135,835 | +77,080 | $18,029 |
XLV | 135,835 | +77,080 | $18,029 |
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59,781 | -458 | $16,916 |
VUG | 59,781 | -458 | $16,916 |
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503,915 | +503,915 | $16,654 |
QGRW | 503,915 | +503,915 | $16,654 |
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148,835 | -5,142 | $11,466 |
CL | 148,835 | -5,142 | $11,466 |
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323,235 | +36,914 | $10,896 |
XLF | 323,235 | +36,914 | $10,896 |
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30,615 | +277 | $10,426 |
MSFT | 30,615 | +277 | $10,426 |
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47,590 | -403 | $8,274 |
XLK | 47,590 | -403 | $8,274 |
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97,250 | -800 | $6,968 |
MDYG | 97,250 | -800 | $6,968 |
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85,769 | +813 | $5,582 |
XLC | 85,769 | +813 | $5,582 |
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76,005 | -785 | $5,228 |
MDYV | 76,005 | -785 | $5,228 |
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$4,989 | ||
GOOGL | 39,987 | +23,307 | $4,786 |
Call | 1,700 | +1,700 | $203 |
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28,211 | -8,057 | $4,670 |
JNJ | 28,211 | -8,057 | $4,670 |
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167,382 | +15,423 | $4,077 |
MMIT | 167,382 | +15,423 | $4,077 |
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13,732 | +10,581 | $3,941 |
META | 13,732 | +10,581 | $3,941 |
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32,418 | -6,087 | $3,764 |
MRK | 32,418 | -6,087 | $3,764 |
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44,132 | +217 | $3,396 |
SLYG | 44,132 | +217 | $3,396 |
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8,385 | +6,130 | $3,195 |
LIN | 8,385 | +6,130 | $3,195 |
![]() |
29,337 | +4,729 | $3,146 |
XOM | 29,337 | +4,729 | $3,146 |
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23,895 | -319 | $3,115 |
AMZN | 23,895 | -319 | $3,115 |
![]() |
59,248 | +4,125 | $3,003 |
FMB | 59,248 | +4,125 | $3,003 |
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52,626 | -393 | $2,971 |
IHI | 52,626 | -393 | $2,971 |
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37,589 | +49 | $2,855 |
SKYY | 37,589 | +49 | $2,855 |
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35,974 | -76 | $2,777 |
SLYV | 35,974 | -76 | $2,777 |
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55,246 | -10,778 | $2,774 |
VTEB | 55,246 | -10,778 | $2,774 |
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49,281 | -1,006 | $2,548 |
SCHB | 49,281 | -1,006 | $2,548 |
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10,355 | +106 | $2,459 |
V | 10,355 | +106 | $2,459 |
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6,619 | -268 | $2,056 |
HD | 6,619 | -268 | $2,056 |
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14,073 | -436 | $2,047 |
JPM | 14,073 | -436 | $2,047 |
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4,717 | +74 | $1,995 |
NVDA | 4,717 | +74 | $1,995 |
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36,187 | -2,106 | $1,876 |
MUNI | 36,187 | -2,106 | $1,876 |
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23,593 | -725 | $1,768 |
SCHG | 23,593 | -725 | $1,768 |
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3,569 | -2,618 | $1,716 |
UNH | 3,569 | -2,618 | $1,716 |
![]() |
15,876 | +53 | $1,584 |
MINT | 15,876 | +53 | $1,584 |
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5,778 | +2,682 | $1,513 |
TSLA | 5,778 | +2,982 | $1,513 |
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9,850 | -12,352 | $1,495 |
PG | 9,850 | -12,352 | $1,495 |
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2,703 | -2,243 | $1,455 |
COST | 2,703 | -2,243 | $1,455 |
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11,608 | -403 | $1,382 |
ORCL | 11,608 | -403 | $1,382 |
![]() |
$1,282 | ||
BRK.B | 3,759 | -28 | $1,282 |
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5,786 | -1,201 | $1,279 |
ADP | 5,786 | -1,201 | $1,279 |
![]() |
19,728 | -7,267 | $1,262 |
BMY | 19,728 | -7,267 | $1,262 |
![]() |
28,313 | +10,138 | $1,176 |
CMCSA | 28,313 | +10,138 | $1,176 |
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19,244 | -20,371 | $1,167 |
KO | 19,244 | -20,371 | $1,167 |
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3,835 | +2,579 | $1,155 |
APD | 3,835 | +2,579 | $1,155 |
![]() |
6,726 | -4,558 | $1,057 |
WMT | 6,726 | -4,558 | $1,057 |
See Full List: All Stocks Held By Prestige Wealth Management Group LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Prestige Wealth Management Group LLC
![]() At 06/30/2023: $422,072 At 03/31/2023: $397,808 Prestige Wealth Management Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Prestige Wealth Management Group LLC 13F filings. Link to 13F filings: SEC filings |